Defined Benefit (Pension) · DOL Form 5500 · 2022

Meritrust Credit Union Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
81
Participants Small participant base
70th
Percentile by assets National rank
$163,974
Avg per participant Above avg balance/head
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Official DOL plan name: Meritrust Credit Union Retirement Plan · Sponsored by Meritrust Credit Union · Kansas · Finance & Insurance

$13M in assets, 81 participants

Meritrust Credit Union's Meritrust Credit Union Retirement Plan reported $13M in total assets and 81 participants in its 2022 DOL Form 5500 filing, ranking in the 70th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,052 in Finance & Insurance (9,261 peers)

2022 asset change

Meritrust Credit Union Retirement Plan pulled back noticeably 14.5% in 2022 ($16M → $13M) for 81 participants.

#5,052
in Finance & Insurance (9,261 peers)
-14.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Meritrust Credit Union Retirement Plan's outsized position by total assets

Meritrust Credit Union Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$13,281,866 Top 30% higher than 70% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Meritrust Credit Union Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Meritrust Credit Union Retirement Plan is a small filing (81 participants) on this national headcount ladder.

DOL schedule card

Filing strip 480570799 · Meritrust Credit Union PY 2022 · Defined Benefit (Pension)

Meritrust Credit Union Retirement Plan · $13M · 81 · 70th

  • VS-ST $13M
  • BOY 81
  • SCH 70th
  • EBSA Defined Benefit (Pension)
  • PART near Ampac Fine Chemicals LLC Pension Plan for Bargaini
  • TYPE ind #5052

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Kansas →

Meritrust Credit Union Retirement Plan in the asset neighbourhood

Retirement Plan for Hourly Employees of Bancroft Bag, Inc.Retirement Plan for Hourly E…$13MThe Ertl Company Retirement Plan for Hourly EmployeesThe Ertl Company Retirement …$13MMeritrust Credit Union Retirement PlanMeritrust Credit Union Retir…$13MAmpac Fine Chemicals LLC Pension Plan for BargainiAmpac Fine Chemicals LLC Pen…$13MUnion Center National Bank Pension TrustUnion Center National Bank P…$13M
End-of-year total assets ($M) among Meritrust Credit Union Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Meritrust Credit Union years around the 2022 move

Sponsor-wide plan assets over time

All Meritrust Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$37M 6.22847294759012% vs 2022
2024 filing year
$36M$37M$38M$39M$40M 202220232024 $39.5M $37.1M ▼ -6.2%
Year Plans Participants Total Assets
2022 2 428 $40M
2023 2 438 $38M
2024 1 344 $37M

2022 asset-move particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN480570799
Plan Effective Date1981-10-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Kansas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Meritrust Credit Union Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.52 Total assets ($B) Participants Meritrust Credit Union Retirement Plan, Total assets ($B): 0.013281866 · Participants: 81Meritrust Credit Union Retirement PlanKoch Industries Employees' Pension Plan, Total assets ($B): 1.593691674 · Participants: 6466Koch Industries Employees' Pension PlanSprint Retirement Pension Plan, Total assets ($B): 1.233083024 · Participants: 4700Sprint Retirement Pension PlanSpirit Aerosystems Holdings, Inc. Pension Value Plan a, Total assets ($B): 0.670348613 · Participants: 996Spirit Aerosystems Holdings, Inc. Pension Value Plan aInvista Pension Plan for Certain Grandfathered Employees, Total assets ($B): 0.406134615 · Participants: 0Invista Pension Plan for Certain Grandfathered EmployeesGreater Kansas City Laborers Pension Plan, Total assets ($B): 0.334112429 · Participants: 878Greater Kansas City Laborers Pension Plan
Meritrust Credit Union Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kansas, assets vs. participants
Compare Meritrust Credit Union Retirement Plan side-by-side with 3 peers →

Meritrust Credit Union Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kansas, the nearest Defined Benefit (Pension) by assets is Ampac Fine Chemicals LLC Pension Plan for Bargaini in CA ($13M); by covered participants it is Pension Plan of Allen & Company in NY (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Meritrust Credit Union Retirement Plan assets move in 2022? ▼
Meritrust Credit Union Retirement Plan pulled back noticeably - down 14.5% during 2022, from $16M to $13M. Reported net income was -$2M.
How have Meritrust Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meritrust Credit Union's sponsor-wide assets declined 6.2%, from $40M to $37M.
Which Defined Benefit (Pension) plans are similar in size to Meritrust Credit Union Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ampac Fine Chemicals LLC Pension Plan for Bargaini in CA ($13M, 78 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Meritrust Credit Union Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan of Allen & Company in NY (81 participants, $93M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 480570799.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.